ACA
Affinity Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+9,388
| New | +$229K | 0.04% | 144 |
|
|
2021
Q1 | – | Sell |
-2,527
| Closed | -$230K | – | 125 |
|
|
2020
Q4 | $230K | Sell |
2,527
-384
| -13% | -$35K | 0.09% | 99 |
|
|
2020
Q3 | $235K | Sell |
2,911
-67
| -2% | -$5.41K | 0.13% | 91 |
|
|
2020
Q2 | $221K | Buy |
2,978
+5
| +0.2% | +$371 | 0.14% | 88 |
|
|
2020
Q1 | $203K | Sell |
2,973
-2,065
| -41% | -$141K | 0.15% | 94 |
|
|
2019
Q4 | $387K | Buy |
+5,038
| New | +$387K | 0.25% | 63 |
|